120 episodes

What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.

We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.

From Trump's tariffs to irrational investors, LGIM Talks dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.

To find out more, visit http://www.lgim.com/uk/en/insights/our-thinking/

Legal & General have been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.

This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

LGIM Talks Legal & General Investment Management

    • Investing

What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.

We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.

From Trump's tariffs to irrational investors, LGIM Talks dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.

To find out more, visit http://www.lgim.com/uk/en/insights/our-thinking/

Legal & General have been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.

This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

    Paying for the pandemic

    Paying for the pandemic

    Hetal Mehta, Senior European Economist, looks at the effects of the UK’s increasing debt burden on competitiveness, the bond market and inflation rate.

    Follow us on LinkedIn (https://protect-eu.mimecast.com/s/zbAxCyrD4srL3BwFZWTPm?domain=eur03.safelinks.protection.outlook.com) for our latest updates and discover The LGIM Blog (https://protect-eu.mimecast.com/s/bAUbCzKE8SM4zjZUXlWrC?domain=eur03.safelinks.protection.outlook.com) for the latest insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

    • 8 min
    Build-to-Rent: building resilience in uncertain times

    Build-to-Rent: building resilience in uncertain times

    This week, Dan Batterton, Head of Build-to-Rent at LGIM Real Assets and Michael Adefuye, Senior Research Manager at LGIM Real Assets, discuss how the BTR sector has fared during the COVID-19 pandemic and how a focus on ESG considerations may be the key to its future.

    Follow us on LinkedIn (https://protect-eu.mimecast.com/s/gCgQC7LwxTAZYDWC8GZUv?domain=linkedin.com/) for our latest updates and discover The LGIM Blog (https://protect-eu.mimecast.com/s/l6_WC86xys6YgowI1UpvY?domain=lgimblog.com/) for the latest insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

    • 30 min
    The CIO call: Dissecting the US election results

    The CIO call: Dissecting the US election results

    Sonja Laud, LGIM’s CIO, discusses the implications for investors of the US presidential election, after hopes for an early, clear outcome were confounded. Sonja is joined by:

     

    ·         Jason Shoup, Head of Global Credit Strategy, LGIMA

    ·         Tim Drayson, Head of Economics

     

    The episode is introduced by Max Julius and was recorded earlier today.

     

    Follow us on LinkedIn (https://protect-eu.mimecast.com/s/rBtJC6RvwhrGXA9SpzuAX?domain=eur03.safelinks.protection.outlook.com) for our latest updates and discover The LGIM Blog (https://protect-eu.mimecast.com/s/ZqKdC7LwxTAWLx6SWIV-x?domain=eur03.safelinks.protection.outlook.com) for the latest insights from the investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

    • 29 min
    Renewing our Climate Impact Pledge

    Renewing our Climate Impact Pledge

    To help spur net-zero carbon emissions by 2050, we’ve renewed our Climate Impact Pledge, making the targeted engagement programme with the companies in which we invest on behalf of our clients even more ambitious.

     

    In this episode of LGIM Talks, Meryam Omi, Head of Sustainability and Responsible Investment Strategy, and Iancu Daramus and Yasmine Svan, senior sustainability analysts, discuss what the pledge has achieved since we launched it in 2016 – and how we are updating it.

     

    This episode is hosted by Max Julius, Head of Content.

     

    You can find more information about the pledge here (https://protect-eu.mimecast.com/s/88d0CN92ri0V0RZHmn9vP?domain=lgim.com/) .

     

    Follow us on LinkedIn (https://protect-eu.mimecast.com/s/DoFHCOy2vip5pGNtvJ__H?domain=eur03.safelinks.protection.outlook.com) for our latest updates and discover The LGIM Blog (https://protect-eu.mimecast.com/s/judRCPZ9wTKvKl0f1VeQY?domain=eur03.safelinks.protection.outlook.com) for the latest insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

    • 20 min
    The CIO Call: Biden and the energy complex

    The CIO Call: Biden and the energy complex

    This week, Sonja Laud, LGIM’s CIO, discusses the latest developments shaping the market and macro environment, with a focus on how a Biden administration could impact the oil and gas industry. Sonja is joined by:

     

    ·         John Roe, Head of Multi-Asset Funds

    ·         Nick Stansbury, Head of Commodity Research

     

    Watch the full webinar replay here: https://event.on24.com/wcc/r/2668244/82F4D74D7777A4B907BC2EBE6E220D75 (https://protect-eu.mimecast.com/s/m3LgC4RqrhBzP5NsxiREU?domain=eur03.safelinks.protection.outlook.com)

     

    This episode is hosted by Max Julius and was recorded earlier today.

     

    Follow us on LinkedIn (https://protect-eu.mimecast.com/s/crVqC59rviZM89mtyIQGn?domain=linkedin.com/) for our latest updates and discover The LGIM Blog (https://protect-eu.mimecast.com/s/G5-aC6RvwhrPkm2H59c_t?domain=lgimblog.com/) for the latest insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

    • 32 min
    What the energy transition means for investors

    What the energy transition means for investors

    In this episode, we play a segment from our recent conference for DB and DC clients, in which Nick Stansbury, our Head of Commodity Research, explores the risks and opportunities posed by climate change and the energy transition.

     

    The episode is introduced by Max Julius and was recorded earlier this month.

     

    Follow us on LinkedIn (https://protect-eu.mimecast.com/s/6jjqCvozMT7EOo6Hz1dWj?domain=eur03.safelinks.protection.outlook.com) for our latest updates and discover The LGIM Blog (https://protect-eu.mimecast.com/s/fqLfCwmANHGv0X1tKitj5?domain=eur03.safelinks.protection.outlook.com) for the latest insights from the investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.a

    • 13 min

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